See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $177,078 | $171,164+3.5% | $127,761+38.6% | $152,861+15.8% |
| Participation rate | 100.0% | 83.4%+16.6pp | 79.0%+21.0pp | 82.4%+17.6pp |
| Annual return | 19.10% | 23.54%-4.4pp | 26.14%-7.0pp | 345.32%-326.2pp |
| Employer contribution / active EE | $2,924 | $5,447-46.3% | $4,574-36.1% | $4,762-38.6% |
| Participant deferral / active EE | $13,750 | $7,038+95.4% | $6,021+128.4% | $5,850+135.0% |
| Admin fee / account holder | $460 | $14,530-96.8% | $9,395-95.1% | $11,596-96.0% |